Role - Resource - Task Assignment
All,
We have a requirement where a cProjects task may spread along for, say, 6 months. Resource needs to work on this task for only 2 days per month, every month (say) (Work - 12 days).
When the role is staffed for 6 months, this resource will not be available for the other projects. And therefore, we want the resource assignment to the task to drive his availability.
Is there a way out? Or do we have to staff the role 6 times (with the right dates)? The second option works, I know, but is not an elegant way to do it.
Thoughts/opinions.
Regards.
Thanks Niranjan for your attempt.
The business isn't quite liking the idea of doing so much when a resource is supposed to be working on the task 2days/month. For every time that the resource is to work, the cProjects user would have to staff to the role (or create a role, as you suggested). Everytime, the dates have to be mnaully entered for staffing, Project Role, Resource to task assignment and so on.
They want this to be done at one place and would like this data to reflect elsewhere. For e.g. when the resource is assigned to the task, this data should drive availability of the resource - is what they want.
Let me know if I am missing on any of the obvious functionalities of cProjects resource management that I may try to resolve this issue.
Thanks again.
Similar Messages
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CProjects-MS Project - import and export of task-role-resource assignment
Hi,
We are on PPM5.0
We are currently working on cProjects-MSP client integration.
What we have not been able to configure for import/export so far is:
1. Task-Role-Resource assignment
Whereas we are are able to import/export the "Person Responsible" and "Role Responsible" fields, we have not been able to align the task-role-resource assignments.
We see a "Resource Name" column (Standard) in MSP. When we click on the drop down, we see all the roles from the cProjects project. But the alignment does not happen.
Summary:
On export and import, we need to automatically see the role-resource-task assignment. How is this possible?
2. Code field to "VC_BUPA_GUID" gets a number which is not the BP ID.
Is it possible to import the BP numbers in MSP. Also, how can we assign a number to the role in MSP such that on import into cProjects, the role is already staffed with the corresponding BP.
3. Is it possible to export all the resources (BPs) into a drop down in MSP - like we see the Project Type, Role Type etc.
Thanks.Hi Anuradha,
Thanks for your inputs.
When we export to MSP, we see the cProjects roles under the "Resource Name" drop down in MSP.
However, they are only seen when we expand on the drop down.
For e.g. RoleA, and RoleB are two roles in cProjects project, along with many other roles.
Both of these roles are assigned to a task, say TASK1.
When exported to MSP, we expect both of these roles to show against TASKI, as "RoleA, RoleB" under the "Resource Name" column. However, these roles are not seen. They only appear as elements of drop down, along with all other roles in the project, when we explicitly click on the drop down.
Please let me know if I are missing out on something.
Thanks. -
CProjects rescheduling:: Role-task assignment adjustment
All,
We create a project with phase and task & role with staffing. We assign role-resource to task.
After sometime, we reschedule the project. Dates of project, phase, and task are changed. But the role validity, the role staffing duration, role-resource-task assignment remain unaffected.
Am I wise to expect
-automatic adjustment of role's validity to the new Project Dates? ('General' tab)
-automatic adjustment of role staffing? and ('staffing')
-automatic adjustment of role-resource-task assignment? ('task')
Have anyone customized in this area?
thanks,
MathavanHello!
We had the same requirement as yours, and we had to develop everything to automatize such needs. It's not available in standard.
For information, we are working on SAP cProjects/xRPM 4.5
Regards,
Matthias -
SharePoint's role and its task assignment
SharePoint's role and its task assignment list below:
*Workflow
*App
*PowerShell
*SharePoint migrering
*Enterprise Content Managment
*Business Intelligence
*social business platform
*SharePoint analyst
*SharePoint Enterprise Search
*Document management
*SharePoint Cloud
*SharePoint BDC (Business Data Catalog)
What more am I missing that is important to add?
Please remember that I'm a newbie in SharePoint 2013.I understand you have added ECM but I would also add Records Management, Machine Translation Service and Community Sites.
If you want to add features then you should also include Office Web Apps, Cross Browser Support and Responsive Web Design.
Amit -
What is difference btw project Assignment, Resource Assignment and task Assignment.
Hi,
I am new project accounting Module .
what is difference btw project Assignment, Resource Assignment and task Assignment.Project Assignment, Resource Assignment refers to the resource management part and Task assignment is basically the work assignment to the resource.
An assignment/requirement is created in PJR for create demand for the resource requirement of the project and when the resource is aligned he can be assigned to the task in the work plan.
Refers to the top down approach in this case.
Additionally a resource can be assigned to the work plan and a assignment can be created to get the resource allocated to the project.
Refers to the bottom up approach in this case -
Assign roles to task based on condition
Hi,
How to assign portal role to task based on condition. If city = abc assign roleA, or else city = zyx assing roleB ie..
Appreciate your valuable suggestions.
cheers
-IanHi Abhilash & John,
I have created context attributes 'City' & 'Role' in WD, hence in BPM, ruleset was created with Context -'http://sap.com/wd_dc/RoleChekComponent' as Return Type & Parameters. While creating decission table, "City" as condition, and "Role" as action selected.
In decission table, feed the values like for city to role like "NewYork", "role1" ; "Chicago", "role2" and so on. Hence Rule was created. while I am trying to pass City name to Ruleset function in Task level to fetch corresponding Role name, getting below error. This is because of I have seleted context as Return Type & Parametes while creating Rule.
Function 'roleChecking' has incompatible parameter #1. Expected 'Context', but found 'xsd:string'
If I pass context to function getting below error -
Function 'CheckRole_Ruleset' has incompatible parameter #1. Expected 'Context', but found 'Context'
How to fix the problem.. Highly appreciated your suggestions and inputs..
regares,
-Ian -
Programmatically add an existing task assignment to resource timesheet
hello forum members,
I am working on code that creates tasks for a project, assigns resources to task and then adds that tasks to resources timesheets so that they could log time against it.
Can you anyone recommend any code samples or link references on how to add an existing task assignment to a resource timesheet?
tatiana
tatianaHi Tatiana,
Check following code sample (PSI):
WebSvcTimeSheet.TimesheetDataSet dsTimeSheet = SvcTimeSheet.ReadTimeSheet(<TimesheetUID>);
WebSvcTimeSheet.TimesheetDataSet.LinesRow newLine = dsTimeSheet.Lines.NewLinesRow();
newLine.TS_LINE_UID = Guid.NewGuid();
newLine.TS_UID = <TimesheetUID>;
newLine.TS_LINE_CLASS_UID = TimesheetConst.const_StandardLineClassGuid;
newLine.TS_LINE_VALIDATION_TYPE = (byte)TimesheetEnum.ValidationType.Unverified;
newLine.TS_LINE_STATUS = (byte)TimesheetEnum.LineStatus.Approved;
newLine.PROJ_UID = <ProjectUID>;
newLine.TASK_UID = <TaskUID>;
newLine.TS_LINE_CACHED_ASSIGN_NAME = <Task Name>;
newLine.TS_LINE_CACHED_PROJ_NAME = <PROJ NAME>;
newLine.SetTS_LINE_COMMENTNull();
dsTimeSheet.Lines.AddLinesRow(newLine);
SvcTimeSheet.PrepareTimesheetLine(<TimesheetUID>, ref dsTimeSheet, new[] { newLine.TS_LINE_UID });
Guid jobUid = Guid.NewGuid();
SvcTimeSheet.QueueUpdateTimesheet(jobUid, <TimesheetUID>, dsTimeSheet);
Make sure you have the Microsoft.Office.Project.Server.Library referenced in your project.
Hope this helps -
CProjects-MS Projects Export - Role-Task assignment...
When I export from cProjects, I have data mismatch from cProjects to MS Project.
A task of 5 days is assigned to 3 roles:
Role 1 for 2 days
Role 2 for 1 day
Role 3 for 2 days.
However, in MS Project, the Role-Task-Assignment gets uniformly distributed across all tasks.
It shows:
Role 1: 1.67 days
Role 2: 1.67 dats
Role 3: 1.67 days.
Please suggest.
Thanks in advance.Hi Girish,
it might well be that this kind of scenario is not supported by the cProjects MSP interface.
I'd advice to check note 1126395 and what it has to tell about your scenario.
Best regards,
Thomas -
How to trigger approval request for resources after assigning role
Hi,
We have a use case where we need to assign resources to user via assigning roles.
In order to achive this use case
1. we have created a role and assigned the access policy to it which contain the resources to be provisioned once the role is assigned to the user.
2. Created a SOA composite having manager approval and assigned this composite to a approval policy of type 'Assign Role'.
3. I am already having the approval policy for the resources which are present in roles. The approval policy of resources is of type "Provision Resource".
4. Also the SOA composite for resource apporal is deployed in OIM and assigned to the approval policy.
5. Now when I am raising the request from OIM of type "Assign Role" the approval defined in the SOA composite for Role approval gets triggered. After approving the role request the role is assigned to the user and also the resources defined in the access policy gets provisioned to teh user account.
Now I want to trigger the resource approval process after the role approval instead of directly provisioning the resources. So that once the role is approved the individual Approval Process of resources part of roles should also gets invoked. Based on the approval or rejection of resources approval, the resource gets assigned to the user.
Please let me know how to achieve the above use case.
Thanks in advanceAccess policy is saying whoever gets xyz role, will get this abc resource. Now once a user gets xyz role, you are stopping to get abc resource? both are contradictory. Don't go through access policy. User is anyway going to request for roles. Modify your flow and make user request for resource. Have your composite and approval policy attached. User will get resource once it is approved.
regards,
GP -
CProject 4.0 Task Assignment/ Scheduling Changes
Hi All,
My Question is about Task Assignment with the Role Functionality,
Scenario: I have created a Task A with validity Period 08/1/07 - 08/31/07
and than created a Role A with validity Period 08/1/07 - 08/31/07, and than hard booked a resource (Bob) with validity 08/1/07 - 08/31/07 {30 hrs} to the Role A,
Now as a part of Task Assignment I have linked the Role A to the Task A.
Question 1) If the Project Manager now changes the Task A validity Period 08/1/07 - 10/31/07, and does the scheduling in the project ,Is there any way to automatically shift the dates of Role A to 08/01/07 - 10/31/07 and than the Resource to 08/01/07 - 10/31/07,
Question 2) Is there any Mass tool option to change Dates other than the Table view
Hope I made my questions 2 clear,
ThanksThanks Shiv for the response,
You are right, I change Task dates by using the Graphical view, but it will not change the Role Dates, assigned to the Task, as they both are not tied together,
I wanted to know if there is anyway, i can shift theRoles dates using the Task Date Shifting, other than coding
Thanks
Praveen -
How to get group key from a task assignment adapter
Hi All,
Senario:
I have two groups, say G1 and G2.
One Access policy, say P. (This access policy is associated with AD resource.)
AD Resource Object R.
I have defined an Approval process for Resource R.
Access policy P is assigned to both Group G1 and G2.
This Access Policy P is linked to Resource R
According to above configuration,
When I add User U1 to Group G1 ( or G2 ) through "Group Membership", Access Policy P is executed and the approval process which associate with the Resource R is executed.
In my Approval process, I have a task assignment adapter.
Within my adapter, I want to get the group key, which cause to fires this approval process. ( It may be G1's key or G2's key. )
Could some one help me for this ?
Regards,
Thirlk
Edited by: thirlk on Jun 28, 2009 10:55 PMSee this thread
Working on the same requirement.
How to get the administrator group of a group from a approval process
If you have any further question let me know. -
Project 2013 REST API - getting all tasks assigned to a user
I'm trying to get all tasks assigned to a user to display something like you would see in "My Tasks" using the REST API.
I found this: http://social.technet.microsoft.com/Forums/projectserver/en-US/a5d8760d-8e27-432b-8187-592cadf302ae/get-my-tasks-tasks-via-rest-api-or-web-services?forum=sharepointdevelopment
But it doesn't seem to pertain to Project 2013.
Any idea on how I could do this?
As an aside, I'm having some trouble with finding guidance in the documentation. Are there any Project 2013 developer resources that break things down a little more than the SDK? Everything I've found is pretty Sharepoint-centered, not really getting into
the specifics of Project.Check the samples folder which gets installed with SDK, there you will find some samples, however may not be the REST but with CSOM you could try something like this, i am sure you would be able to convert this pretty easily, in case required
projContext = new ProjectContext(pwaPath);
var PrjList = projContext.LoadQuery(projContext.Projects.Where(Prj => Prj.Name == newProjName));
projContext.ExecuteQuery();
var GotPrj = PrjList.First();
//DraftProject projCheckedOut = GotPrj.CheckOut();
projContext.Load(GotPrj.Tasks);
projContext.ExecuteQuery();
foreach (var tsk in GotPrj.Tasks)
this.textBox1.Text += Environment.NewLine + "Task Name: " + tsk.Name + " || Task Work: " + tsk.Work +" || Task Remaining Work: " +tsk.RemainingWork;
projContext.Load(tsk.Assignments);
projContext.ExecuteQuery();
foreach (var tskAssgn in tsk.Assignments)
projContext.Load(tskAssgn.Resource);
projContext.ExecuteQuery();
this.textBox1.Text += Environment.NewLine + tskAssgn.Resource.Name + "--Res ID--" + tskAssgn.Resource.Id +
"----Assgn ID: " + tskAssgn.Id + " || Actual Work: " + tskAssgn.ActualWork +
" || Assgn Remaining Work: " + tskAssgn.RemainingWork
+ " || Assgn minDate: " + tskAssgn.Start
+ " || Assgn maxDate: " + tskAssgn.Finish
Thanks | epmXperts | http://epmxperts.wordpress.com -
OIM - Task Assignment Adapter - How to get the object instance key?
Hello experts,
I'm trying to use a task assignment adapter to assign an approval task dynamically. Basically, the user can request a resource like "CustomApp Profiles" and we create an object form to let them choose the profile that he needs. Each profile has an owner, which is populate in a Lookup (Owner is the code and Profile is the decode).
So, in the approval task, I need to get the profile selected by user in the object form and search into the lookup who is the owner of that profile. But I don't know how can I get the object instance key using the parameters that can be mapped to a task assignment adapter.
Looking into the OIM documents, I believe that the easier way is using the request key, because the REQ_KEY is a foreign key in OBI table.
Did anyone knows how can I get the object instance key using the request key? Can I use some API or should I execute a SQL statement directly in OIM database?
Best Regards,
NittoTo retry a task that is in a rejected state, you use the SCH_KEY which is the task key. In OIM, all rejected tasks are listed in the OTI table. It contains all the important information about a rejected or pending task.
You can use the APIs found in the tcProvisioningOperationsIntf class to retrieve open tasks.
-Kevin -
What roles should be assigned to HR and SD peoples.
Hi all,
I have a doubt in security. what roles should be assigned to HR and SD,MM people instead of assigning SAP_ALL and SAP_NEW. I want to restrict all the people giving SAP_ALL and SAP_NEW. How to assign the roles to them and how to authorize them. Plz can anybody tell me clearly the steps for this.
Thanks & Regards
Karunakar ReddyBasically what you're asking is a step by step guide to role design and implementation. This is an often asked and seldom answered question on this forum (and other forums) because it is not a simple question and not a light task.
Best start by asking your functional teams' members which transactions they need and start from there.
You can also have a look at the standard roles delivered by SAP. Maybe some could suit your needs.Try to find out which ones do, copy those and work from there.
If you want more information from us please tell us:
1 What have you done so far to acquire knowledge on the SAP authorization concept?
2 For who do you want to build roles? Developers, functional consultants, key-users, endusers?
3 Is this on a development environment or a complete landscape?
4 What is your job role in the project/company?
Jurjen -
Project Lite user cannot see tasks assigned ...
Hi
I have assigned tasks to a user Project 2013 and linked the project to Project Online.
As the administrator, I see all my tasks in the Timesheet view in PWA but the users that use Project Lite canot view their tasks and cannot see them in their Timesheet.
I am quessing it is a permissions issue but cannot find where to set the right permissions.
Any solutions out there?
Thanks.Hi,
Have you correctly published the assignment of the user from the project (either PWA or MS Project Pro)?
Is the user looking at the right period?
Is the publish job successful?
Is the booking type committed and not proposed?
Is the resource the assignment owner of the assignment?
Have you assigned an enterprise resource and not a local resource? When you go to the resource center, select the resource, can you see the assignment?
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |
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